Finance Jobs in Cross City, FL

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2mo ago

Financial Advisor

Daybright Financial Cross City, FL

Cross City, FL

2mo ago Closed

$50k - $150k/yr Contract Advisor Client Relations Client Service

This position is no longer accepting applications (closed Jul 2, 2026).

Job Description

Daybright Financial is seeking an independent contractor Financial Advisor to join its Individual Financial Solutions team in central Florida. This 1099 role blends direct client interviews, financial analysis, and strategic product recommendations, with a hybrid work setup in Cross City, FL. The successful candidate will interview clients, analyze financial information, and build a growing client base by delivering tailored financial plans and investment solutions. The position offers a compensation range of USD 50,000 to 150,000 per year.

Below is a concise outline of responsibilities, requirements, and benefits.

Responsibilities

Conduct client interviews to gather data on income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other inputs needed to craft a plan.
Assess the collected information to determine strategies that align with the client's financial goals.
Promote and sell financial products such as annuities, mutual funds, and insurance.
Regularly review client accounts and plans to identify when life events, market changes, or performance signals a need for reassessment.
Recommend actionable strategies across cash management, insurance coverage, and investment planning to help clients reach their objectives.
Grow and manage a book of business by maintaining up-to-date client plans and actively recruiting new clients.
Address client questions about the purposes and details of financial plans and strategies.

Requirements

Proven financial services sales experience with a minimum of 2 years is required.
FINRA registrations (Series 6 or Series 7 and 65) are required.
Florida Life and Health insurance license is required.
Clean FINRA BrokerCheck record is required.
Excellent sales and communication skills are required.

Benefits

Uncapped compensation potential as you expand your client base and earn commissions with no cap.

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